In 1997 David decided to leave his position with York South Association for Community Living to pursue a career in Financial Services. That same year he joined Altamira Financial Services as an advisor. During his near decade with Altamira David also served as a supervisor, private wealth manager, and was the regional manager for southwestern Ontario responsible for over $300 million of assets. Subsequently David also held senior positions with the Institute of Canadian Bankers and Transamerica Life before turning back to what he loved most, guiding people toward financial independence.
David is a graduate of Brock University and earned the Certified Financial Planner ™ designation in 2001. David is also a licensed life and disability insurance broker.
Prior to joining IPC Securities, David wrote numerous financial planning articles for newsletters, and delivered dozens of seminars on a variety of financial planning subjects designed to help Canadians better understand the financial tools available to them.
David, his wife Hong, and his daughter Mackenzie, live in Stouffville Ontario.
Insurance products available through Jamey Morse.